From inbound request to signature, with what the product team really promised.
Each deal is a task: the qualification, the demo write-up, the proposal. The Sales agent reads the roadmap before promising, opens needs with Product & Tech and prepares. The salesperson decides the price and the discount.
No account needed. Click anywhere; nothing is saved.
The demo scenario
- A request comes in
The website form: 120 technicians, 3 branches. The agent creates the deal record.
See the step → - The agent qualifies with the product docs
The requested export doesn't exist yet; it's on the roadmap. No invented date.
See the step → - The demo, and its write-up
Sarah runs the demo; the agent writes the write-up and the three commitments to keep.
See the step → - The need goes to Product & Tech
With the write-up linked. Two other customers had asked for the same thing.
See the step → - The discount is settled in the task
The agent proposes 10% over two years, within the limit in “Discounts: who decides”; Sarah decides.
See the step → - Hestor signs
The proposal used their own words.
See the step →
What the agent read before writing
What really exists today.
What is planned, and when.
How far you can go without management.
What humans decide
| Decision | The agent prepares | A human decides |
|---|---|---|
| The demo | a pre-meeting brief | the salesperson |
| The discount | a recommendation within the allowed limit | the salesperson |
| Sending the proposal | the drafted proposal | the salesperson |